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Diligent Investors LLC

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  2. What We Do
  3. Estate and Succession Planning

Estate and Succession Planning

You have worked hard to build and retain your wealth. A well designed estate and gifting plan can provide tremendous asset protection, ensure your assets transfer to your intended beneficiaries when and how you want them to, and reduce or eliminate the risk of paying estate tax. 

We help make the estate planning process clear and understandable, and suggest strategies that may optimize the use of your estate assets. We work in collaboration with your attorney to explore and coordinate your financial planning with your estate planning.

What We Do

  • Our Services
  • Investments
  • Estate and Succession Planning
  • Retirement Planning
  • Managing Your Finances
  • Asset Allocation
  • Business Succession Planning
  • Charitable Giving

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 800-798-5713

Email: contact@diligentinvestorsllc.com​

1447 Ford St, Suite 200, Redlands, CA 92374

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Diligent Investors, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Diligent Investors, LLC and its representatives are properly licensed or exempt from Licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Diligent Investors, LLC unless a client service agreement is in place.

Securities offered through M.S. Howells & Co. a registered broker/dealer. Member FINRA & SIPC. Advisory services offered through Diligent Investors, LLC, a registered investment adviser.

M.S. Howells & Co. and Diligent Investors, LLC are not affiliated entities.

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